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Rather & Kittrell
Rather & Kittrell
Rate this
Firm
Knoxville, TN
Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Primary Advisor Locations
Rather & Kittrell
Tim Eichhorn
Lytle Rather, CFP®, AIF®
Jeff Hall, CFP®, CIMA®, CKA®
Jay Slagle, CFP®, AIF®
Skee Orr, CFP®, AIF®
Chase Kerby, CFP®, AIF®
Amanda Howerton, CFP®, CDFA®
Nathan Woods, CFP®, AIF®
Video
Compensation Methods
- Percentage of Assets Managed
About Us
Rather & Kittrell Capital Management is a Registered Investment Advisory firm. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.At RK we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.
WEALTH MANAGEMENT PHILOSOPHY
As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.
OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS
✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.
✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.
✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.
✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.
✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.
✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.
What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Tim Eichhorn & The Team
✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
I have known Tim (Ike!) for decades as he attended the Naval Academy with my brother-in-law. He is trustworthy, practical, and really listens and wants to know about not only my finance needs and goals but our family's plans for the future. I have always been nervous about "locking up" money in case we needed to access in case of emergency. Ike really convinced me that the plan he developed for our family would accommodate any life-changing event. As a business owner, he has also provided guidance and insight on other financial matters that are unrelated to R&K. The regular communication with him and his team has given me great comfort in knowing my savings is with a trusted resource and friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lytle Rather has provided our family a wealth of services and support
✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
Almost 20 years ago My wife's employer selected the Rather & Kittrell Capital Management firm to manage her company's retirement savings accounts. In those past 20 years Lytle Rather (the co-founder of Rather & Kittrell) has guided us through every phase of our career and working life. I, myself, was so impressed with the quality of service my wife received that I have also opened an IRA with Rather & Kittrell even though my own company was using another firm for its retirement investment accounts.
Lytle has supported our financial well being in so many ways. He referred us to an excellent estate management lawyer to help us craft a will and trust fund for our children. He has advised us on the right level of insurance coverage to help us safeguard our assets and retirement funds. He has a whole range of analytical tools to help assess our financial health and to guide us to the best possible investment outcomes for our particular needs. And while providing all these amazing services, he has been just a great person to work with. Always upbeat and cheerful, but with the right mix of optimism and pragmatism; with zero sugar-coating of the real world financial facts that he always keeps at the heart of his approach to the wealth management services he provides us.
My family can't imagine a better advocate for our overall financial health than Lytle Rather!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tell your friends!
✅ Wealthtender Certified Advisor Review™
Jan 17, 2024
The best! I recommend them to all my friends and family!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Best!
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
my wife and I simply cannot imagine attempting to manage our “golden years” without the partnership we have developed with RK. Everyone (truly, everyone) we have ever connected with during our 10+yrs of working with RK has been exceptional. The confidence they instill, patience they exhibit, knowledge they so generously share and genuine enthusiasm they have for trying to exceed our expectations has been outstanding! We are so very grateful for the collective support we receive from the entire team at RK. Personally, Jeff (Hall) has been apart of our family for 25+yrs and Crystal (Meldrum) for the past 10, they don’t just feel like family…they are family to us. The best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust, knowledge, faith
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
Seventeen years ago, in continuing preparation for our coming retirement in 15-20 years, Lyn and I decided to change financial asset managers. We were looking for a company with strong Christian values as well as quality financial results.
After interviewing widely, we settled on Jeff. That was and has been one of our ’best-ever’ financial decisions. Jeff guided us through developing a financial plan which has provided a very satisfying and consistently successful investing approach over the ensuing years. Jeff is absolutely trustworthy, very personable, very responsive to questions we have, meets with us 3-4 times annually for complete investment reviews and has a superb staff who have also been extremely helpful to us. Do we recommend him? Yes, unequivocally and without reservation.
Lyn and Gene Overholt
10-26-23
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommend Jeff Hall
✅ Wealthtender Certified Advisor Review™
Dec 7, 2023
We have been working with Jeff Hall since 2003. We had retirement plans with our employers, but we realized we needed someone to guide us and help us to make the best financial decisions. Jeff was so much help to us and when we retired we moved our retirement accounts to R&K for Jeff to assist us in growing our retirement. We are so thankful for all the guidance Jeff has provided. We would highly recommend Jeff. He is very professional and we trust his guidance greatly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Has guided me through all of life's financial challenges
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
Lytle has earned my trust and admiration over the 20 years he has helped my family. We have navigated through marriage, death, relocation and career changes. At every turn I have faced, Lytle guided me with grace, compassion and sound advice for my financial success. I cannot imagine life without him in my corner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust & Integrity
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
My wife and I have been clients of Lytle Rather for many years. He is always available to give advice and we appreciate the attentiveness of his staff. We believe his integrity is above reproach and therefore, we have total trust in him and the suggestions he makes regarding our financial portfolio.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A True Professional
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
I have been working with Lytle for about three years. I have experience with several financial advisors and brokers, but these guys are different. They take a very holistic approach to managing their clients long term investment strategy. I feel like their strategy is customized for my situation. I believe they have a very good model and strategy for long term growth at a manageable risk level. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Stay the Course
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
I have been a client of Lytle's for over 20 years. He and his company have seen us through countless economic cycles where the first thing you want to do is panic. He set us on a plan when we first started and he managed to keep us on that plan through the times where we certainly wanted to panic. We have reaped the benefits of his patience and wisdom. I would recommend him and his company whole heartedly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Guidance in future retirement and investments
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
Thanks to Lytle and the Rather & Kittrell team for reliability and capability in guidance toward retirement and investment plans for the last ten years. Bumps in the road of personal retirement and investment programs are reduced and removed as Lytle applies personal interest, knowledge and experience to client accounts. Risk guides Lytle in approach to matching a client investment program to personal needs. There is relief and trust in their integrity and performance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim and the team at RK
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
Tim and the team at Rather Kittrell have provided financial guidance for us for nearly a decade. Throughout that time, Tim has been our principal adviser and has helped us to manage numerous financial transitions with confidence. During our meetings with Tim, he has utilized informative financial tools to increase our understanding of investment options, while at the same time, provided insights from his years of experience to offer a thoughtful and personalized outlook on our investment strategy. We’ve gotten to know Tim and his family on a personal basis, and we consider them our friends. Finally, we have recommended Tim and the team at RK to our friends, and we feel that’s one of the highest compliments you can offer an advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Caring, Honest, and Trustworthy
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
I met Tim in 2007 through Dave Ramsey's Endorsed Local Provider Program. Since that time, Tim has given me solid advice and focused on my future needs and desires for retirement. He truly cares about his clients. I have and will continue to recommend Tim to anyone looking for a financial adviser. He is one of the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great team!
✅ Wealthtender Certified Advisor Review™
Oct 9, 2023
Skee and the entire staff have always been helpful and attentive to our financial investments. We've been working with this team for many years. Highly recommended!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jay Slagle
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have worked with Jay for several years now. Jay has never been unavailable to meet and address any questions/concerns we may have. We both appreciate the peace of mind we have knowing Jay and RK are there for us. We would (and have) highly recommend Jay to anyone looking for professional competent management of their finances.
Gene & Robyn Patton
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Honesty, Integrity, Fiduciary, & Friend
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
For many years, Tim has provided our company's employees with his guidance and knowledge on how to invest to create successful 401k plans. He has also assisted our company through a recent transition from private ownership to employee ownership through an ESOP. In addition to my 401K at work, my wife and I also have individual accounts and a joint CD account with Rather & Kittrell. As I have approached retirement in recent years, Tim has provided advice on how we can best prepare for a comfortable and financially secure retirement season. It is obvious that Tim has the both the skills and personal drive to assist his clients in planning for their long-term financial future. Tim Eichhorn and his team have exceeded our expectations. Thanks for a job well done!!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Simply Outstanding
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We have known Jeff Hall for many years on both a personal and professional basis. He has done an outstanding job creating and managing a financial plan for us while guiding us through the many stages of our life and careers. Now, as we near retirement, we are on track and ready for the future. He is a good person and his knowledge and professionalism have given us a high level of comfort, trust and confidence in his management of our portfolio. We highly recommend Jeff and the rest of the staff at Rather & Kittrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely Pleased
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
We met Jeff Hall through my boss at the time. After an initial meeting, we knew Jeff was the person we wanted to manage and guide us on our investments. Over the years we have been more than pleased. Jeff has walked us through so many different situations and did so with his knowledge, his complete understanding of what was going on and what we wanted to accomplish. Jeff is not just our financial advisor, he is a friend and we can’t imagine anyone else watching out for our best interests.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
On top of it
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
Always on top of the markets and trends. The consistent communication is so appreciated!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim Eichorn
✅ Wealthtender Certified Advisor Review™
Sep 19, 2023
Tim has been our financial advisor for many years now. He had done a wonderful job of assisting my husband in understanding the different markets and the influence of many factors that can affect these markets. We have not always agreed with some of the actions that the firm has taken, but Tim discussed with us our views and we were able to make the decision whichever way we chose. We have had many good reviews looking forward to our goals and discussing the best way to achieve them. I highly recommend Tim to assist anyone who is looking to secure there financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jay Slagle
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have enjoyed our professional relationship with Jay. He is actively engaged with our account. Jay has been very prompt in responding to our questions or other needs. You never have to ask Jay twice, he is on top of things and follows through with a response. They work with a variety of other professionals such as Attorneys, Accountants and Insurance.
We are happy enough, that we have recommended Jay and Company to several others, who are now using R&K as well.
Keep up the good work.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
peace of mind
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have been more than pleased with Jay Slagle as our certified financial planner. Jay along with the team of Rather Kittrell has been personal, prompt, available, hands on and collaborative in helping us create peace of mind for our future financial picture. The step by step approach in wealth protection, mitigating tax burden and maximizing charitable giving along with wealth enhancement have been a blessing to us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Rather & Kittrell clients for many years
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
My wife and I have been clients for many years. Jay became our advisor in 2016 and has been a great advisor through our transition from the workforce to retirement. He has kept us informed and directed us as we have changed our focus from employment to learning to harness our time and resources for travels and experiences. We have found Jay to be a seasoned financial advisor and quick to assist with any changes or advice needed when we want to use our financial resources to help with new interests or causes.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
As good as they come
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
Tim has been working with us for roughly 15 years starting as newer parents to now getting ready to put one in college and has been a rock for us in our financial journey the whole way. First and foremost he is a great person - which means so much to us in who we put our trust in as we’ve walked the path In planning for our future. But he’s also amazing at what he does and treats us like he would his family or closest friends. Tim and his team at R&K are as good as they come here in Knoxville and beyond.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Stable Confidence
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
Have been family friends with the Rather’s for years. Great man, great family and awesome children. Changed jobs about 8 years ago and moved 401K to R&K. Have done an excellent job of helping us plan financially and legally for retirement. Keep us informed and adjusted to reduce risk and on plan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Able to customize our needs
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
Lytle and his team has been able to customize our family needs. We are going through the transition from working full time to starting to retire. He has done a great job walking through the process and assisting with timing.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Appreciating sound advice
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We came to Lytle for help about 8 years ago. We realized that we would need help as we reached retirement age. He has been a trusted advisor for us since. He instills a sense of confidence by explaining their system of investing and long range planning that we had not experienced with previous investors. We have always been pleased with his advice. It is nice to be able to trust that your finances are in capable hands.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A real professional
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
We have had a great relationship with Lytle and all the people at R&K
They have a complete understanding of their business and our total confidence that they are treating our account as they would their own. If you are looking for someone you can trust with your financial affairs Lytle is the only person we’d recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Team
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
Lytle and his team have gone above and beyond to support my Mom in making wise financial decisions after the loss of my father. The kindness and professionalism with which the R&K team works is unparalleled. For anyone in need of a thoughtful, compassionate, and talented group of individuals capable of helping you build a strong financial future, I recommend R&K without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We highly recommend Rather and Kittrell
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
Lytle and his team have overseen our portfolio and finances for many years, as well as being advisors to us in decision making in our retirement years. They have been professional, wise, and most accommodating in every situation. We trust them implicitly and have utmost respect for their knowledge and expertise. Their integrity is impeccable. We can highly recommend this fine team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great financial planner and human being
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
When I had my medical emergency he was one of the first people to reach out to me. He set an appointment we both me and my wife to see how we were doing and what if anything we needed. He guided us and helped us live financially through this difficult time as I could not work for over 6 months and since I was an independent contractor, I made no money as my income was 100% commission and he made sure that my wife and I could continue to not only live and pay our bills that we could do it with less stress. I would highly recommend Lytle to anyone because we all need someone who not only cares about your financial future but cares about you as a human being.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thankful for caring professional advisors
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
I am thankful for Lytle’s professional financial guidance over many years. We are retired & able to live productively during these post working years. The way we have been treated and coached makes me feel like we are family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
EXCELLENT!!!!!
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
We have been with Lytle for 25 years. Since then my husband and I have both retired and our money couldn’t have been in better hands. You worry about turning your money over to someone but we talk about everything and which way we want to go and get excellent advice and they have helped with advice on many other things. We don’t like to recommend many people but I have give Lytle’s name to many of my closest friends and felt safe doing it.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retirement planning
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Lytle and his team have been there all the way for me and my family as we prepare for retirement. He and his team are personable, professional and always available to answer questions.
I can’t stress enough how please we are and how thankful we are to Lytle and his entire team….they are family !!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thank you for all you do for Ridgeview
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
The Rather & Kittrell Team are trustworthy, knowledgeable, caring, professional and personable.
I (we) value and appreciate our strong & long standing relationship with Lytle Rather, Hannah Whatley and the RK Team!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Lytle and his team are 100% focused on helping you meet all your goals — personal and financial. Once you settle on a plan, you can sit back and have financial inner peace.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lytle and his team are wonderful!
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
My husband and I started working with Lytle around 2 years ago. We had an in person meeting and he spent an incredible amount of time with us, asking questions to get to know us, explaining our options, and putting together a plan for our financial future. Lytle is patient and responsive, always helpful in answering our questions and providing honest insight to proposals we run by him. I highly recommend him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
An enjoyable journey built on trust.
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
I've worked with Lytle for 20 years both in a business environment and a personal level. Lytle is not only our financial advisor, he also adds insight into tax and estate planning. Lytle has become a trusted personal confident to my wife and I in our life's financial journey. It's also reassuring to see how he and his partner have built an organization capable of providing excellent financial advice for future generations.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Team You Can Depend On
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
I have had the pleasure of knowing Lytle Rather for over 20 years. I first met Lytle through his involvement with our family business. Lytle and his experienced team have served my family well. They have a way of making you feel like family, and their passion for helping others achieve and maintain their financial goals is evident. They have a unique formula for first getting to understand what's important to you and your family, and then building a game-plan to reach and maintain those goals. Collaboration is a huge part of wealth management and Lytle and his team are great about working with your current in-place team of advisors (CPA, estate planning, etc.) or can assist in finding suitable experts if needed. I can 100% recommend Lytle Rather, his partner Chris Kittrell, and their entire team of experts without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Six Years of Financial Peace of Mind
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
I signed on with Lytle Rather at Rather & Kittrell 13 years ago after my husband died. We had always known I would need a financial advisor to help and keep my portfolio up to date. Looking back on the last 13 years I believe it was the best decision I ever made. They have the financial skills I lack and they also have the insights to hire good, solid people into the firm. They have been so helpful in all things financialA. I highly recommend Lytle Rather and the firm of Rather & Kittrell!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quality, breadth, and depth of services provided.
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
R&K goes above and beyond the role of Financial Advisor. They understand the importance of educating the staff on the importance of planning for retirement and educating them on how to navigate the "investment arena" in a very informative and "user friendly" way. Lytle Rather and Nathan Woods are very knowledgeable on the updates on the regulations that could impact retirement planning. They send periodic bulletins that contain very informative, helpful information, insights, reflections, and fun stories!
Lytle and Nathan are very personable and approachable folks. They are very prompt in responding to our questions.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
First class guy that you want on your team
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Tim would watch me glaze over when my husband and I would meet with him about our investments. My husband was the business mind, I was just the arm candy.
After my husband died, Tim came to my house to check on me and has continued to keep in touch. We now meet outside the office for our annual meeting, last time we walked my dog.
I know he is the right person to handle my investments because my husband trusted him so much. They had a great rapport and Tim could give as much as he would take (my husband was a bit of a smart-ass)
I see commercials for car lots and lawyers where the customer says that said car salesman or lawyer is like family and I gag when I see those commercials but I do consider Tim a friend and I know that he is the best person for handling my investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Endorsement for Tim Eichhorn
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
I first met Tim in 2011. I had recently moved to Knoxville and I was looking for a financial advisor to help me rollover funds from a previous employer's 401K into an IRA. I found Rather & Kittrell through listening to The Dave Ramsey program on the radio. Rather & Kittrell was an "Endorsed Local Provider". I contacted them and spoke with Tim.
I was immediately comfortable with Tim and his personality, his financial knowledge and sensibility. He listened to my questions and explained things so that I had a clear idea for what to do. In 2014, I rolled over addition pension funds into the IRA to add to what I initially invested in 2011.
Tim has done a wonderful job managing my retirement account.
Tim is a man of great character. I trust him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Worthy of Your Consideration
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
We had the pleasure of meeting Skee Orr three years ago and could tell immediately that he was passionate about his career as a wealth management advisor. Being in sales myself, I was very impressed with his "no pressure" approach and calm demeanor. As a matter of fact, I almost had to encourage him to tell us more about Rather & Kittrell and their offerings. We met with Skee and his team and were very impressed with their presentation and proposals. After partnering with Rather & Kittrell, we are very pleased to have a secure financial future due to the efforts of Skee and his team. Another benefit of working with Skee is that he consistently reaches out to us to ensure that we are kept abreast of financial events and that "all is well" with us. If you desire a relationship with a wealth management advisor that effectively works for you, Skee Orr is worthy of your consideration!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Sep 14, 2023
Core competency, honesty, a humble and demonstrated confidence in yourself and RK group is important me. Family and my family’s financial well being are real personal concerns for me. For years before retiring Jay has been my main contact for the RK group. My family’s well being has proven to be very important to him, and the RK group. Their performance and concern for us makes me proud to have them looking out for family’s interests.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great relationships!
✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
We have been very pleased with the guidance and support we have received from Rather and Kittrell! We have worked with Jay and team for many years and have never had a concern about our plan, nor have we had a question gone unanswered.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommend!
✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
I have been with Tim for many years, he provides insight and a good thought process to where I am currently and where I want to go. Providing guidance through life changes and challenges has been critical for me at times. He asks questions, listens and then we can talk and I decide what is best for where I am. I appreciate his concern and thoroughness to make sure I understand and have a plan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Planning
✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Tim and I have know Jay for many years and are so thankful that he is now our financial advisor! Jay offers patience along with his expertise as we navigate the world of financial planning. We trust his advise and appreciate his willingness to answer our many questions and provide advice to help us plan for the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy & Genuine
✅ Wealthtender Certified Advisor Review™
Sep 13, 2023
Our family has known Jay for many years in various roles and he has consistently been a young man of character, hard-work and integrity. There was no reservation in turning over our financial guidance to Jay and he has proven to be quite knowledgeable, gifted in communicating and sincere in watching out for his clients' best interests. It is crucial to have long-term financial plans in place and I have been so blessed by the guidance Jay has provided and by the patience and understanding he conveys relative to our personal circumstances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Advising
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
My wife and I have known Jay and his wonderful family for many years, and watched him continue to grow into the fine reputable young man he is. we needed financial assistance once we retired 3 years ago, knowing jay and the quality of his judgement, we felt confident in choosing him managing our retirement, we couldn't be more pleased with Jay and the Rather Kittrell team. In the 3 years of working with him he has always been responsive and easy to work with. We were concerned about healthcare cost being we retire a few years early and he helped save us a lot of money in that respect as well. Jay has good values as a person and i'm sure anyone would be thrill to worked with him.
Keith Hill
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Advisor
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We have been working with Chase for a little over four years and he has helped us tremendously in a very short period of time. He initially guided us to think through what our goals were to give us the motivation to develop a plan and stick to it. We have come so far with Chase in these few years and he has given us great confidence and peace of mind that we can do this and are prepared financially for our future. Any time we have a financial decision to make it brings us great confidence to run it by Chase before making a decision.
He is so easy to work with and has only the best in mind for his clients. We are so thankful to have Chase in our corner and consider him not only our advisor but our friend.
Additionally, our daughter just starting her career and is also using Chase. She looks to him for advice and feels good about where she is financially given Chase's knowledge and care. She has confidence knowing that she has an expert looking out for her.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim Eichhorn - Outstanding Professional
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
Tim has been very sucessful in guiding our transition from no retirement plans to a good plan for our future needs. His approach of providing knowledge and expertise through collobration and provoking thoughts (versus providing statistics and data only) have minimized uncertainties and assisted in obtaining an understanding on what we desire.
He has also went beyond basic financial planning in providing information regarding our first time home purchase, suggestions on how to realize the maximum benefit of funding transfers, and direct periodic updates regarding current changes to world economic impacts and their potential effects to our plan.
His demeanor while assisting us in planning has never been presented as a superior. He has been humble, respectful in his conversations with us and insures a full understanding of the information he provides or that we request.
He has been, and we firmly believe he will be, outstanding in his assistance to us, thereby allowing us to have comfort in knowing that we are on the right track to a secure financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommend
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
Tim is great! He takes time to ask questions and really listen to our answers in order to provide the best financial plan to meet our needs.
We appreciate his knowledge and expertise and have the utmost confidence in him!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
THE ROCK.
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
Tim is always there for me personally and professionally. He has always lead me in the right direction, and trust him with my heart in his decisions.. He takes time out on his time, to discuss future matters, which I appreciate. I thank him and your firm for his service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great advisor
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We've had Jay as our advisor for several years now and he continues to do a great job managing our investments. He is always responsive and is very personable and easy to work with. We are confident that he will continue to look out for us and keep us on track.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly Recommended
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We met Chase through a customary practice of promotion within the firm when our years-trusted advisor moved on to better things. Prior to meeting him, we were understandably nervous to have had and been comfortable with a planner for all those years. We quickly learned that youth doesn't always have to mean ignorant or inexperienced or risky. Chase has now been our financial advisor on record for several years. He always has our answers - even when they may not be the best answer for him or his company - he always has our detailed answers. He does recommend, but never pushes - it's OUR decision. He's on the phone or email calling us every time just about the time we're thinking -- I wonder if we should talk to Rather & Kittrell. He's been a very great pleasure for both of us to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
401 K and tax management
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has always addressed all of our questions and concerns any time we have reached out to him. He also reaches out to us to ask if we have any concerns or questions. Over the years he has earned our respect and trust. We are extreme satisfied with how he has handled our account.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A premier partnership
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I view Rather and Kittrell as a premier partnership in that they are closely linked to serving Laura and I well. Our success helps them and they have the systems and expertise in place to help us manage our retirement assets. We are very pleased with the relationship and results!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial advising
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I've had the pleasure of working with Jay Slagle for my financial needs, and I can't recommend him enough. Jay has been instrumental in guiding me through financial planning, expertly managing my investments, and optimizing my 401k. His wealth of knowledge and personalized approach have truly made a positive impact on my financial well-being. Jay's dedication and commitment to his clients are unmatched. If you're seeking a top-notch financial adviser, Jay Slagle is the one to trust.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Creates comfortable environment
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Jay met with my wife and I approximately 18 months ago while we were searching for financial services in the knoxville area. Jay provided a comfortable environment while we discussed what was important to us and our financial journey. We have since worked with Jay to fully develop our financial plan and appreciate his guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Grateful for RK and Tim
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I was a resident of Knoxville, TN from 1999 until moving to Florida in 2010. I retired in 2005 and prior to retiring, I had invested in my company’s 401K, for 28 years. The financial company handling the investments was American Express. We had 8 choices and as I got closer to retire I went with a Conservative approach. Upon retirement, I had to make a choice of companies to use for an IRA. I looked at American Express, my local bank, and then remembering Dave Ramsey had an ENDORSED LOCAL PROVIDER in most cities, I located Rather and Kittrell. Even though we did not know each other personally, Lyle Rather and his family belonged to the same church.
I contacted RK and had an appointment with Mr. Kittrell and Mr. Eichhorn in late December of 2004. I started working closely with Tim Eichhorn and after comparing the three programs, selected RK as our financial and visor and planner. 19 years later, I am happy to say that it was one one the best financial decisions I have ever made. Through ups and downs in the markets, Tim has kept our ship steady and has my complete faith and trust on all matters.
Tim also helped guide our daughter through a very difficult time, financially and emotionally when she lost here husband at a very young age and with a 5year old daughter. He has continued to help her for the past 18 years.
Today, I am grateful for RK and especially Tim, whom I am proud to call my friend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted advisor
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I have worked with Tim now for almost 15 years. The thing I love the most about Tim is his ability to really incorporate my goals- personal and professional- into my plan. His goal isn’t for me to retire with a billion dollars, but rather to guide me financially so that I am happy now and in the future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional Financial Advisory
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
My wife and I have been affiliated with Tim and Rather and Kittrell as of our retirement in 2010. Tim is a very professional and knowledgeable financial advisor. He makes sure that we are satisfied meeting our goals with frequent personal follow up conversations. Information is always shared in an understandable manner. Tim and Rather and Kittrell are a very competent with their profession.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Uncle of Advisor
We trust Tim.
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
First class individual who cares about us personally and whom I consider a friend. He is obviously sharp with financial management. Bottom line, my wife and I fully trust him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Full confidence .
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
We have had the pleasure of working with TIm for about 7 years and even during the turbulent times of COVID and the uncertainty of our investment markets , his leadership and advice "calmed the waters". Tim has our full confidence moving forward.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim is a top notch financial advisor, but even more important he is an Outstanding Person!
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I’ve known Tim for over 40 years! From our first meeting I knew he was someone special his, integrity is beyond reproach.
He talks with you to learn your goals for investment.
For us Tim formulated various plans that would work for us with different degrees of risk. He took the time to answer all of our questions.
We were able to make a well informed decision, that has been exactly what we wanted and has weathered the ups and downs of world economy during these recent years of turmoil.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Rock solid for many years
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has been advising my family as well as members of my business for the past 12 years. He is a straight shooter when the markets are up and also when the markets are down. I appreciate his team approach, involving other members of the R&K staff, working together, providing breadth and depth to the process. I strongly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Reassuring and always helpful
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has worked with my husband and now both of us for many years. He has earned our complete trust by giving honest and accurate information so that we can make choices about our present and future needs. Any questions or concerns have been addressed promptly and respectfully, and we never feel stupid asking about things. Tim and his team are top notch!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Complete trust
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Met Tim at a Dave Ramsey class at church many years ago..he was the instructor..he turned my husband's opinion of investing completely around . With Tim's help we became debt free..had savings in bank and invested money for our retirement. After the death of my husband Tim has continued to invest in me..he advises me on how to live well in my aging years. I do not question any of his suggestions...I trust him completely. So thankful he was put in my path..
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim is the best!
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has worked with us for a number of years. He is interested in knowing our financial goals and advising us on how to reach them. It is always a pleasure to consult with him for he truly listens and understands what we need at the various stages of our lives. We can’t recommend him enough !
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Helpful Counsellor
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has been a conscientious advisor and we always welcome his advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trustworthy
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
We have been working with Tim for the past 9 years, and he understands our needs and concerns as a retired aging couple. We feel Tim is a man of integrity and strong convictions. Tim is very accessible and always willing to review our financial standing. We have a lot of trust in him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust and Service
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I have known Tim for almost 25 years, first as his pastor, soon thereafter as his friend, and six years ago as my financial advisor. As I approached retirement, I began to consider consolidating my various retirement and investment accounts into one firm. More specifically, I yearned for a more personal interaction with someone honest and with whom I could speak directly about any concerns or ideas. Tim Eichhorn was that person. His approach to managing my modest portfolio is no doubt the same as for those much larger. His trustworthiness and commitment to providing individual service to his clients is always consistent. It defines his approach to life. I have recommended several friends and family to consider meeting with him for their specific needs. They have not been disappointed. Highly recommended.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Good solid Christian family man , friend and former marine!
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Tim has been a pleasure to work with over the past eleven years. He has communicated effectively and timely throughout that time frame.
His team are also very helpful. Very comfortable with our personal and professional relationship. Would not hesitate to recommend him to anyone seeking professional financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Working with Tim at Rather and Kittrell
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
My husband and I started working with Tim a few years before we retired in 2010. Tim and his team are always helpful and things are taken care of in a timely manner. Tim is very professional and knowledgeable; plus he explains everything so we can understand it! We are very pleased with Tim, his team, and Rather and Kittrell!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Aunt of Advisor
Jeff Hall and Sam Paganelli - A Winning Team
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Jeff Hall has been a good friend and financial advisor for my wife and me for the past 11 years. We were just getting started in planning our finances. He helped us with not only our money but with our goals in our life. He has now added Sam Paganelli to help us make our goals just like a college place kicker on a championship football team win the game of life. Sam is a great asset and is a valuable player on this team. Jeff exhibits the highest level of integrity, and we trust him to always do what is right and best for us. Since we sold our business, we are now trying to adjust; and we are moving into the next phase of our life. There is a plan in place that we understand. Also, we happen to be givers, and we really appreciate the fact that Rather and Kittrell believes that charitable giving should be a part of your financial plan. That says volumes about who they are and what they are about. When we sold our business in 2022, Jeff Hall was ready with suggestions as to how we could best give and the tax benefits that would result. We highly recommend Rather and Kittrell if you are in need of a financial advisor. In particular, we would recommend Jeff Hall and Sam Paganelli.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted partner in our wealth management
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
We have worked with Jeff for over 10 years. We are probably one of his smallest accounts, but he has always treated us as if we were the most important client he has. He listens to our needs and goals, offers suggestions and then manages our assets with the utmost care. I believe R&K works as a team, so it is not just one person's opinion but a knowledgeable group. I have trusted Jeff during our savings years and will continue to lean on him during our retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Nathan Woods is exceptional young man as well as being a great advisor
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I have known Nathan for several years, beginning before he joined Rather & Kittrell. He has always been kind and courteous, asking what I wish to accomplish and listening intently to my desires with regard to financial expectations. He always tells me it is my money, and I have a vested interest in what I hope to gain with my portfolio as it relates to my well-being as well as what I wish to hopefully leave to my sons. Furthermore, he is not only a good financial advisor, but he is also a good friend. He makes himself available should I call with a question or concern. I have been well pleased since I placed my trust in Rather & Kittrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding!!
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I have had the pleasure of working with Tim Eichhorn for over 20 years now. He is extremely professional, knowledgeable and personable and has been since day one. My husband and I have been very pleased with every aspect of his services. I cannot say enough good things here. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
tim is first class
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
tim is always avaiable, encouraging and optimistic..even when im not
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Integrity
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
Tim and his team have are organized, keep their promises, and have demonstrated absolute integrity over the many years we have been connected with them. It gives great peace of mind to know to have absolute trust in those who are managing your investment funds.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Tim took time to really get to know us & any changes we experience.
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
Tim reviews & knows our financial state. He takes the time to discuss any issues & is very knowledgeable in his financial career. It is a pleasure to speak with him each time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We could not be happier!
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
We have only been with R&K for about 3 years, but I think my favorite time with Skee and his team was our first meeting. We started our relationship with one question, "what is your main goal in retirement?" That made a huge impression on us because I could tell they wanted to know what our goals were, not what they had to offer. It was totally about us. I was confident Skee could help us accomplish whatever our goals had been, but again, it was a laser focus on our goals. We have had a number of transitions in our retirement plans since that first meeting and Skee and his team at R&K has helped us through adjusting those plans through all of those transitions. We could not be happier!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I am a Raving Fan!
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
Yes, I am not just a fan I am a Raving fan! What does that mean? That means that Skee goes beyond the requirements of his job as Financial Advisor to get involved with you, your plans for the future, your family and everything you care about. The whole staff of Rather & Kittrell are some of the finest people I have ever known. I don't just feel like a client I feel like part of the team. I value the great financial advice they have shared with me as well as the retirement plan, they have crafted for my future. I have the utmost confidence and respect for Skee and can't wait to walk through my golden years knowing he's on my team. You should too!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
So knowledgeable!
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
Skee has been such a great person to work with! He has the knowledge, personality and a way to help you understand whats going on. Couldn’t ask for a better advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very approachable, knowlegable
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
I was impressed with Chase Kerby from the moment i met him. He is very patient, easy to talk to, and very knowledgeable and up to date on the ends and outs of financial planning. It puts my mind at ease having a wonderful man like Chase taking care of my financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend
✅ Wealthtender Certified Advisor Review™
Sep 8, 2023
Chase was patient and thorough. He was not rushed and devoted time and effort to prepare information for us. He is easy to reach for communication of needs or concerns. I feel very confident in his expertise.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personable, trustworthy, and a great communicator!
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
Chase is so personable! He is quick to respond and an excellent communicator. He makes anxiety inducing topics such as saving for retirement feel achievable. He takes my thoughts and feelings into consideration at every step. Every time I speak with Chase I feel a sense of relief and confidence in my finances. He has always given trustworthy and sound financial advice. As a client of five years, I could not recommend someone more highly!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent advisor
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
Chase has provided sound advice on all my financials questions and has done an excellent job managing my portfolio. Also he has a great personality and is great to work with and he cares about his clients. I would recommend him to anyone wanting a good advisor. So please contact him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Could Not Be Better
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
Having been with R&K for over 10 years, I have nothing but the upmost praise for the entire staff. Everyone is always welcoming and very attentive to my needs. Skee especially is a joy to work with. He knows his stuff and how to tailor my portfolio to my changing needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, Trustworthy and Highly Effective!!
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
I'm so incredibly grateful for Skee, his team and everyone at Rather & Kittrell. Skee is always working towards my goals and needs.. They are very attentive to the details and always timely with advice as the market changes and respond quickly when I reach out to them.
I highly recommend their services no matter what your needs!!
Danny M.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Skee Orr
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
I have been with RK for many years as they handled our 401k at work. I was taken under Skee's capable wings when I switched over to an IRA late 2019. Fortunately, during a long illness, I experienced the most personal attention ever. Skee was in constant contact with my Executor making sure nothing skipped a beat. Since then, he and his team have provided outstanding support for my account and truly are on my side. Thank you Skee for just being you.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely conscientious and always available for questions
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
Skee and the entire team at Rather and Kittrell have always had my interests at the center. Skee is always available to answer my questions and help me with any adjustments needed. I have had nothing but positive experiences and would recommend Skee to anyone at any level of investment experience or need.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Rather & Kittrell are exceptional at serving their clients!
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
Rather & Kittrell have a very holistic approach to serving the needs of their clients. Wealth management is an important issue for anyone concerned about their financial well-being. Rather & Kittrell provide our family peace of mind in knowing we have a team of professionals pursuing our best interests with their exceptional resources that align with our financial needs. Working with folks that demonstrate high integrity, industry knowledge and servant leadership makes the relationship even more valuable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
excellence from day one
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
Jeff Hall, and rather & kittrell, have been part of my family’s lives for many years. to say that Jeff has been integral in my financial planning and success would be an understatement. while Jeffs knowledge, professionalism and dedication to the planning of my family’s future could not have been more impressive through these many years , it bears mentioning the obvious genuine care for my/our wellbeing financially and otherwise. i would highly recommend rather & kittrells Jeff Hall for your financial planning, now and for your family’s future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Financial Advisor!
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
Skee Orr at Rather & Kittrell has been our financial and life advisor for several years. He has been our guide for getting ready for retirement and weathering all the ups and downs along the way. Skee always has our best interests front and center. Highly recommend him!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I would like to express my thanks for the work Jeff Hall has done for me over the past years. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. The expertise and attention to detail with which Jeff has handled my financial affairs can not be faulted. His dedication to clients, business excellence, and education sets Jeff apart, and I would highly recommend him to anyone wanting to achieve better financial outcomes.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
If you want to sleep at night...See Amanda Howerton
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
As clients, my wife and I could not ask for a better financial advisor. Amanda actually listens and always puts our needs ahead of any other considerations. We meet several times a year and Amanda is always well prepared with exact details on the status of our portfolio. Therefore we never have any angst regarding out financials, knowing she and the RK staff are diligently protecting our interests. I might also add that Amanda has connected us with estate planning and insurance professionals as part of her services.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
confidence in Rather Kittrell
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Amanda continues to take my investment philosophy and mesh it with RK
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
TRUST
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
The cornerstone of Rather and Kittrell is INTEGRITY. I only invest with people and organizations that perform in a superior fashion and communicate and operate with TRUST. Financial returns are important but MUST be supported with TRUST. In addition,
I ENJOY my relationships with the partners, officers and advisors.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Glad we went with R&K
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
After years of "do it yourself" financial and tax management we had built up the value and complexity of our portfolio to the point where we felt it necessary to get professional advice and guidance on our investments, estate planning and taxes. We contacted R&K and met with Jeff Hall to discuss what R&K could do for us. We were impressed and felt comfortable with their way of doing things, which is low key, friendly and totally transparent. If I have a question or concern about any part of my finances, I can call Jeff and talk things over before making a decision. I really appreciate his advice and his responsiveness. It's been nine years now and we enjoy and look forward to our quarterly review meetings with Jeff and his team. Quite honestly, we view them as good friends and trust that they have our best interests at heart. We highly recommend the folks at R&K.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
So appreciative!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I have been a client working with Jeff Hall and the Rather & Kittrell team for several years. I am so appreciative of the professionalism and guidance I have received from Jeff and his staff. They are always responsive to my questions and concerns, always available to help with issues, and always caring about my well being personally in addition to financially. I confidently recommend Jeff, and Rather & Kittrell, to friends and colleagues because I trust them and the work they do. I am very thankful to have them as partners in helping me reach my financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personal investment service; advisors get to know you, your challenges, and make sure your needs are best served.
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
My R&K advisors spend time to get to know you and your life situation and tailor investments and other services to best meet your needs. They have gone out of their way to help me navigate through my finances after losing my wife to cancer, work with my Mom to make sure her finances are in order when she is not able to come to the office from her assisted living, and helping me ensure my daughter's future is financial secure. I am impressed with their compassion and empathy in their service; a quality that cannot be found at most financial institutions. I highly recommend R&K.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Firm
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
I am very happy with the service I receive from R&K. Jeff Hall is very in tune with my needs & desires.
Crystal Meldrum has been a great help in settling an estate.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Medical Annuity with Genworth Financial that paid for all her nursing help.
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
The best decision that Jeff Hall ever made for me was when he set up the Medical Annuity with Genworth Financial that paid for all of her nursing help for the eight years that she suffered with Parkinson's Disease.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Outstanding Financial Advice
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
We worked easily with advisor to develop a long term plan for our financial security and peace of mind. The advisor works steadily to keep us on track with small and wise decisions and changes as deemed appropriate. We are gratified with the peace and security we found at Rather and Kittrell and especially with our advisor. Our advisor is highly competent, wise and trustworthy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Parents of Advisor
One of the best decisions I have made
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Joining RK to assist in financial planning for my family was one of the best decisions I've ever made. They are knowledgeable, up to date on all market happenings and know when the right time is to make changes to your portfolio. They work to understand your family goals, what you desire to achieve and over what time period you desire to achieve your goals. They provide several reviews during the year to ensure your goals / needs have not changed and how your portfolio remains on target. You can't go wrong with RK.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Satisfied Client
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Jeff Hall and other competent members of Rather-Kitrell have helped us with big and small decisions, sometimes outlining up to six different ways to accomplish our goals. They treat us with competent care and compassion. We are grateful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Stability Through Life Transitions
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Historically I managed household expenses and investment decisions personally with collaboration/approval of my wife; we did not have a financial advisor. We paid our bills, saved some money, tithed to our church and got our two daughters through college with very little debt. Another words, we were stable financially; along the way we felt that we were making good decisions, however a few which typically were made in haste with the hope of a quick buck turned out to be major mistakes.
Then a significant life transition occurred 10+ years ago. The company for which I had worked for several years merged with a larger firm which resulted in cash payment for our company stock as it was an employee owned firm. So, with a sizeable check in my hand a decision had to be made as to what to do with it. Obviously I was not alone in this, so we decided to invite Jeff Hall of Rather & Kittrell to speak to our group and respond to questions. I was very impressed with Jeff's presentation, and after further private discussions, my wife and I decided to place our future financial wellbeing to Jeff and R&K.
Much of our time together in the early days was spent providing Jeff with our life circumstances, hopes and dreams, family relationships, risk tolerance, etc., and through that confirming our trust in Jeff and his judgement. He encouraged us to become debt free (which we have), and other matters which were beyond pure investing but very important to our long term wellbeing.
Then came a second transition. We both retired and thus entered a new phase of life with SS instead of bi-weekly paychecks. We turned over our 401K/IRA's to Jeff to invest consistent with our previously agreed strategy. All has gone well; in particular his calming influence to stick with "the plan" even in difficult market circumstances.
A final personal word... Jeff has become a good friend, much like a member of our family. He is a consummate professional backed by a great organization; and very important to us, also a strong Christian business and family man.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Jeff Hall - Exhibits the Highest Level of Integrity
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Jeff Hall has been a financial advisor to my husband and me since about 2012. The beginning process was not just about money but about everything in our life, such as our goals and how we feel about money. He exhibits the highest level of integrity beyond question, and we trust him to always do what is right and best for us. We have now moved from working, saving and giving to spending and giving, so our main concern is that our money will last as long as we do. There is a plan in place that we totally understand. Also, I happen to be a giver, and I really appreciate the fact that Rather and Kittrell believes that charitable giving should be a part of your financial plan. That says volumes about who they are and what they are about. When we sold our business in 2022, Jeff Hall was ready with suggestions as to how we could best give and the tax benefits that would result. We highly recommend Rather and Kittrell if you are in need of a financial advisor. In particular, we would recommend Jeff Hall and his team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Retire with confidence!
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Thanks to Jeff Hall and the entire team at Rather & Kittrell I am able to comfortably join my wife in retirement. From the start of our financial planning journey Jeff was very professional, knowledgeable, analyzed plans for our future and set us on a mutually agreed course of action.
The Rather & Kittrel team has clearly communicated with us throughout the process and continues to do so as we transition from savings to managing our financial needs during retirement.
We will remain a client and encourage others to consider Jeff Hall and the team at Rather & Kittrell for their financial planning needs..
Dave Drown "Retired"
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Nathan Woods - Professionalism
✅ Wealthtender Certified Advisor Review™
Sep 5, 2023
Nathan Woods has been professional, courteous and extremely helpful in working with me and my wife strategizing our personal and business decisions. He has taken the time to explain the current and future needs we need to reach our retirement goals. We would highly recommend Nathan and Rather & Kittrell.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Chase Kerby, CFP®, AIF®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Skee Orr, CFP®, AIF®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Nathan Woods, CFP®, AIF®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Jay Slagle, CFP®, AIF®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Amanda Howerton, CFP®, CDFA®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Tim Eichhorn
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Jeff Hall, CFP®, CIMA®, CKA®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
Lytle Rather, CFP®, AIF®
Rather & Kittrell
Together we can design a plan that will guide to a successful financial future.
Knoxville, TN
Nationwide
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